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Can you provide the financial documents the PTA requires?

We can provide these upon request. Please email support@successfund.com

More questions

General

How is SuccessFund used?
Who is SuccessFund for?
What payment methods do you accept?
Is there a transaction fee for offline payments (cash or check)?
How and when will we receive the money we raise?
How do you accept Venmo without violating policy?
My approver approved my campaign, but it still says "Pending." Why?
Can I move a campaign from "Approved" back to "Pending"?
What if I only need approval? Do I still need to create a campaign?
Can someone run a brand fundraiser in a district that doesn’t officially use SuccessFund?
Who can Sign Up and Use SuccessFund?
What are “Messages of Support”?
How do I find a Live campaign?
Are the amounts I see in SuccessFund and in my reports net of fees?
Is my donation tax-deductible?
How do I get a refund on something I bought?
I paid with Apple Pay but didn’t get a receipt. Did my payment go through?
I can’t find my partner gift card or voucher. What should I do?

For Organizers

How much does SuccessFund cost?
How do I change the price of my product?
How do I add collaborators to help with my campaign?
Why don't I see my approver in the drop down when submitting for approval?
How do I run a fundraiser through SuccessFund?
How do I get my fundraiser approved?
Do I have to accept money through SuccessFund?
How do I share my fundraiser?
What kind of fundraisers can I run on SuccessFund?
How do supporters receive the products they purchase? (Fulfillment)
Can I edit a fundraiser once it is live?
Can I pause a fundraiser to stop taking payments?
Can I replicate last year’s fundraiser?
Can I see my campaign results?
Does each supporter get a receipt?
Can a supporter’s contribution go toward a specific student?
How can I change or update the quantity of my products?
Why can't patrons add multiple items to their cart at once?
Can I run campaigns at multiple schools or groups with my SuccessFund user?
What is a Leaderboard?
How do I Delete or Archive a campaign?
How do I view Archived campaigns?
How do I fulfill or redeem items?
How do I delete, duplicate, or pause a campaign?
How do I edit my campaign?
Can I change the closeout responses on a campaign?
What's the difference between online and in-person transactions?
How do I set up volunteers to take in-person payments with SuccessFund card readers?
How do I change the Donate or Purchase buttons on my campaign page?
How Do Options (variants) Work for Products?
Can I use SuccessFund for an auction?
What is a Variable Priced Product and how do I use it?
Do I need my district to officially use SuccessFund in order to run a fundraiser?
What is the Plan tab?
How do I view product-level sales for my campaign, and what does this report show?
How long should I leave my campaign open?
How do I add a name or answer product/checkout questions for in-person transactions?
Do I need to create an account to donate or purchase from a campaign?
How do I log an offline transaction?
What is barcode scanning?
What are donations in SuccessFund?
What are Discount Codes?
What are Access Codes?
Can I sell tickets with assigned seats?
Can I sell tickets for a whole sports season?
How do I run a walk-a-thon or read-a-thon with pledges?
How does online bidding work for an auction?
Can I exchange an item for a buyer, like a different shirt size?

For Admins

How does the fundraiser approval chain work in SuccessFund?
Where do I go if I'm having trouble signing in?
Why is SuccessFund better for districts?
Will I be able to account for the funds?
Can we set our own approval process?
Can I add multiple bank accounts?
How do I change someone's role?
Why can't I approve or view the campaigns that I need to?
How do I change my notification settings?
How do I move a campaign to a different group or school?
How can I ensure SuccessFund and card readers work for my organization?
What is the Payout Recording feature?
What happens if a buyer disputes a charge?
How do we collect sales tax?
How do I invite my whole staff at once?
Who can see our payouts?
Which report should we use to reconcile deposits?

For IT Departments

How can we enable Sign in with Google?
Do we need to configure MFA?
Does SuccessFund support custom SSO providers?
What email domains should we allowlist to ensure deliverability?
Where can I find additional technical support?
How do I connect a SuccessFund card reader?
Do in-person payments require an internet connection?
Can a single mobile device connect to multiple card readers?
Can we take in-person payments on a computer or does it have to be a phone/tablet?
How can I configure Log in with Microsoft?

For External Groups

Can you provide the financial documents the PTA requires?
How can I set up a Booster, PTA, or other External Group to use SuccessFund?
How do I issue a refund?
How do I join an external group (like a booster or PTA)?
Do PTAs, Boosters, and other external groups need district approval for their fundraisers?
What is organization verification?
Why didn’t our deposit arrive, or why is it smaller than we expected?
How do booster clubs and PTAs get sanctioned by our district?

Sign In Questions

I signed in, but why can't I see my campaigns?
Why can't I sign in?
Why can't I sign into the mobile app?
Can I change/merge my user email address?
Why am I being asked to provide my phone number?
Why didn't I receive my verification text?
How do I invite users and assign them the correct role?
Do students need to create a SuccessFund account to participate in a fundraiser?

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